Difference between revisions of "Creating a NEW Project View - OnePager Express Desktop for Version 6.1"

Latest revision as of 14:23, 25 December 2018

Overview

Here are the steps to create a new project view:

Procedures

1) Set a flag field into the Microsoft Excel source plan. This is the flag that OnePager uses to determine which rows to import. Determine which of the task/milestone rows in the plan are to be included and set the flag cell to Yes for these while leaving the remainder of the task/milestone row’s flag field set to No, 0, or blank.

2) Launch OnePager from the desktop icon.

3) The OnePager splash page appears briefly followed by the OnePager Project View Editor (OPE) form displaying the OnePager Express Start form as shown below:

4) At the completion of step 3) click the NEW button and OnePager displays an abbreviated OnePager choices (OPC) form as shown below:

5) Click the Select button. OnePager then provides a dropdown menu for you to either select a recently used Microsoft Excel source plan or you can chose the BROWSE FILES… option as shown below to select a desired Microsoft Excel source plan.

6) Clicking the BROWSE FILES… option as shown above accesses a Windows Open form where you can select a Microsoft Project source plan to load as shown here:

7) When you click the Open button on the Windows Open form above, OnePager loads the selected Microsoft Excel source plan and provide you with the OnePager choices (OPC) form so that you can confirm or change the settings before OnePager creates the new project view.

a) As shown above, OnePager displays the loaded Microsoft Excel source plan in the Selected File(s) group of the OPC form. You can use the Add/Remove feature (described elsewhere) to modify the choice of Microsoft Excel source plan, add additional files to the package, and remove files from the package. Clicking the Add/Modify button brings up the Data source selection form as shown below:

b) It is recommended that the project view name selected refer to both the project and, perhaps, the audience that is viewing the completed project view.

c) Notice that the Select Tasks with "YES" in file: is showing Show It as a default. Most users select Show It to tell OnePager which task/milestone rows to import but any Boolean fields or any Number field can be used. It is important that the flag field number represented in this window correspond to the flag field containing the Yes and No data placed in the Microsoft Excel source plan.

d) The Snapshot date represents the time nowor as-of date for the project report you are about to create. If the date created by OnePager does not reflect the status date required, change the date by using the calendar dropdown window. As the plan changes later on, you can create additional snapshots to show changes consistently.

e) Finally, note that the Show field mappings checkbox is checked as shown above. Checking this checkbox and pressing the Next> button takes you to the form shown below:

8) This allows you to change which Microsoft Excel source plan fields are used for various purposes such as task name and start date. The Edit current template button also gives you a second chance to change many more initial properties of the project view. Once these choices are confirmed or changed, click the Create new project view button and OnePager imports the flagged data and make the project view.

9) Once the project view is created, you can edit the project view such as by clicking shapes and then using the controls on the ribbon or right-clicking, double-clicking, or dragging the shapes.

10) When the desired editing is complete, click the Copy to Clipboard button on the ribbon and paste the graph into a Microsoft PowerPoint presentation, email message, or Microsoft Word document. If the project view contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard.

11) OnePager can save all project views and snapshots after editing.

@@ Line 7: / Line 7: @@
 ==Procedures==
-)  Set a '''flag''' field into the Microsoft Excel '''source plan'''. This will be the '''flag''' that OnePager will use to determine which rows to import.  Determine which of the task/milestone rows in the plan are to be included and set the '''flag''' cell to '''Yes''' for these while leaving the remainder of the task/milestone row’s '''flag''' field set to '''No''', '''0''', or blank.
+)  Set a '''flag''' field into the Microsoft Excel '''source plan'''. This is the '''flag''' that OnePager uses to determine which rows to import.  Determine which of the task/milestone rows in the plan are to be included and set the '''flag''' cell to '''Yes''' for these while leaving the remainder of the task/milestone row’s '''flag''' field set to '''No''', '''0''', or blank.
 ) Launch OnePager from the '''desktop''' icon.
-) The OnePager splash page will appear briefly followed by the OnePager Project View Editor ('''OPE''') form displaying the '''OnePager Express Start''' form as shown below:
+) The OnePager splash page appears briefly followed by the OnePager Project View Editor ('''OPE''') form displaying the '''OnePager Express Start''' form as shown below:
 <center>[[File:X60-7_2_2-53-(2)-09162016.png]]</center>
-) At the completion of step 3) click the '''NEW''' button and OnePager will display an abbreviated OnePager choices ('''OPC)''' form as shown below:
+) At the completion of step 3) click the '''NEW''' button and OnePager displays an abbreviated OnePager choices ('''OPC)''' form as shown below:
 <center>[[File:X60-3_0_4-60-(4)-01272017.png]]</center>
 <!--<center>X60-3_0_4-60-(4)-01272017.png</center>-->
-) Click the '''Select''' button.  OnePager will then provide a dropdown menu for you to either select a recently used Microsoft Excel '''source plan''' or you may chose the '''BROWSE FILES…''' option as shown below to select a desired Microsoft Excel '''source plan'''.
+) Click the '''Select''' button.  OnePager then provides a dropdown menu for you to either select a recently used Microsoft Excel '''source plan''' or you can chose the '''BROWSE FILES…''' option as shown below to select a desired Microsoft Excel '''source plan'''.
 <center>[[File:X60-3_0_4-60-(5)-01272017.png]]</center>
 <!--<center>X60-3_0_4-60-(5)-01272017.png</center>-->
-) Clicking the '''BROWSE FILES…''' option as shown above will bring up a Windows '''Open''' form where you may select a Microsoft Project '''source plan''' to load as shown here:
+) Clicking the '''BROWSE FILES…''' option as shown above accesses a Windows '''Open''' form where you can select a Microsoft Project '''source plan''' to load as shown here:
 <center>[[File:X60-3_0_4-60-(6)-01272017.png]]</center>
 <!--<center>X60-3_0_4-60-(6)-01272017.png</center>-->
-) When you click the '''Open''' button on the Windows '''Open''' form above, OnePager will load the selected Microsoft Excel '''source plan''' and provide you with the OnePager choices ('''OPC''') form so that you can confirm or change the settings before OnePager creates the new project view.
+) When you click the '''Open''' button on the Windows '''Open''' form above, OnePager loads the selected Microsoft Excel '''source plan''' and provide you with the OnePager choices ('''OPC''') form so that you can confirm or change the settings before OnePager creates the new project view.
 <center>[[File:X60-3_0_3-60-(5)-01272017.png]]</center>
 <!--<center>X60-3_0_3-60-(5)-01272017.png</center>-->
-:a) As shown above, OnePager displays the loaded Microsoft Excel '''source plan''' in the '''Selected File(s)''' group of the '''OPC''' form.  You may use the '''Add/Remove''' feature (described elsewhere) to modify the choice of Microsoft Excel '''source plan''', add additional files to the package, and remove files from the package.  Clicking the '''Add/Modify''' button brings up the '''Data source selection''' form as shown below:
+:a) As shown above, OnePager displays the loaded Microsoft Excel '''source plan''' in the '''Selected File(s)''' group of the '''OPC''' form.  You can use the '''Add/Remove''' feature (described elsewhere) to modify the choice of Microsoft Excel '''source plan''', add additional files to the package, and remove files from the package.  Clicking the '''Add/Modify''' button brings up the '''Data source selection''' form as shown below:
 <center>[[File:X60-3_0_3-60-(6)-01272017.png]]</center>
 <!--<center>X60-3_0_3-60-(6)-01272017.png</center>-->
-:b) It is recommended that the project view name selected refer to both the project and, perhaps, the audience that will be viewing the completed project view.
+:b) It is recommended that the project view name selected refer to both the project and, perhaps, the audience that is viewing the completed project view.
 :c) Notice that the '''Select Tasks with "YES" in file:''' is showing '''Show It''' as a default. Most users select '''Show It''' to tell OnePager which task/milestone rows to import but any '''Boolean''' fields or any '''Number''' field can be used.  It is important that the '''flag''' field number represented in this window correspond to the '''flag''' field containing the '''Yes''' and '''No''' data placed in the Microsoft Excel '''source plan'''.
@@ Line 46: / Line 46: @@
 :d) The '''Snapshot date''' represents the '''time now'''or '''as-of date''' for the project report you are about to create. If the date created by OnePager does not reflect the '''status date''' required, change the date by using the '''calendar''' dropdown window. As the plan changes later on, you can create additional snapshots to show changes consistently.
-:e) Finally, note that the '''Show field mappings''' checkbox is checked as shown above. Checking this checkbox and pressing the '''Next&gt;''' button will take you to the form shown below:
+:e) Finally, note that the '''Show field mappings''' checkbox is checked as shown above. Checking this checkbox and pressing the '''Next&gt;''' button takes you to the form shown below:
 <center>[[File:X60-3_0_3-60-(15AA)-03072017.png]]</center>
 <!--<center>X60-3_0_3-60-(15AA)-03072017.png</center>-->
-) This allows you to change which Microsoft Excel '''source plan''' fields are used for various purposes such as task name and start date. The '''Edit current template''' button also gives you a second chance to change many more initial properties of the project view.  Once these choices are confirmed or changed, click the '''Create new project view''' button and OnePager will import the flagged data and make the project view.
+) This allows you to change which Microsoft Excel '''source plan''' fields are used for various purposes such as task name and start date. The '''Edit current template''' button also gives you a second chance to change many more initial properties of the project view.  Once these choices are confirmed or changed, click the '''Create new project view''' button and OnePager imports the flagged data and make the project view.
-) Once the project view is created, you may edit the project view such as by clicking shapes and then using the controls on the ribbon or right-clicking, double-clicking, or dragging the shapes.
+) Once the project view is created, you can '''edit''' the project view such as by clicking shapes and then using the controls on the ribbon or right-clicking, double-clicking, or dragging the shapes.
-) When the desired editing is complete, click the '''Copy to Clipboard''' button on the ribbon and paste the graph into a Microsoft PowerPoint presentation, email message, or Microsoft Word document.  If the project view contains more than one page, you may choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard.
+) When the desired '''editing''' is complete, click the '''Copy to Clipboard''' button on the ribbon and paste the graph into a Microsoft PowerPoint presentation, email message, or Microsoft Word document.  If the project view contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard.
-) OnePager can save all project views and snapshots after editing.
+) OnePager can save all project views and snapshots after '''editing'''.
 ==Related Links==
-[[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Pro]] 7.13.1-61
+[[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Pro]] <!--7.13.1-61-->
-[[Creating a NEW Project View via Pull Operation - OnePager Express  for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Express]] 7.13.2-61
+[[Creating a NEW Project View via Pull Operation - OnePager Express  for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Express]] <!--7.13.2-61-->
-[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] 7.14.1-61
+[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-61-->
-[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Express]] 7.14.2-61
+[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-61-->
-[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Pro]] 7.15.1-61
+[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-61-->
-[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Express]] 7.15.2-60
+[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-61-->
-[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 6.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] 7.16.1-61
+[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 6.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] <!--7.16.1-61-->
-[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 6.1 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] 7.16.2-61
+[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 6.1 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] <!--7.16.2-61-->
-[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 6.1 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-61
+[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 6.1 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-61-->
 (7.2.2-61)

Difference between revisions of "Creating a NEW Project View - OnePager Express Desktop for Version 6.1"

Latest revision as of 14:23, 25 December 2018

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